Latest / Equity Mates Investing Podcast
Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang
What actually happens when you go to get financial advice?
As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it.
To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang.
Listen as we take you inside the room and unpack how an initial meeting with an adviser takes place. We cover:
The 'getting-to-know-you' questions…
The skinny
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